GET
/api/v1/fact-find/request/{factFindRequest_uuid}
curl \
--request GET 'https://api.plannrcrm.com/api/v1/fact-find/request/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"uuid": "a9bb006b-c4fc-4270-a91a-5216b6eaf757",
"schema": {
"name": "Default fact-find",
"uuid": "665c21c9-6e27-4b7a-b5b9-675c58027c0d",
"created_at": "2025-08-27T17:31:27+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/e6e7c420-7782-4e8e-adfd-87e2ebacec97",
"updated_at": "2025-08-27T17:31:27+01:00",
"archived_at": "2025-08-26T17:31:27+01:00",
"is_archived": false,
"sections_count": 5,
"introduction_html": "Welcome to our fact-find! <b>You can use some HTML too.</b>"
},
"status": "complete",
"account": {
"name": "Gareth Thompson",
"role": "client",
"type": "client",
"uuid": "5cb522da-8196-4162-928b-a54184a29a2d",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-08-27T17:31:27+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-27T17:31:27+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-08-27T17:31:27+01:00",
"updated_at": "2025-08-27T17:31:27+01:00",
"latest_file": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Welcome to Plannr",
"path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
"size": "21691783",
"tags": "App\\Http\\Resources\\TagResource",
"type": "type",
"uuid": "56fd01a4-99a1-45ef-a206-d58f6e49139f",
"folder": "App\\Http\\Resources\\FolderResource",
"status": "uploaded",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"filename": "Welcome to Plannr.pdf",
"progress": "100",
"extension": "pdf",
"navigator": {
"model_type": "account",
"model_uuid": "eb3653ae-ca73-41db-97fc-674b0ce98b0f"
},
"created_at": "2025-08-27T17:31:27+01:00",
"updated_at": "2025-08-27T17:31:27+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-08-27T17:31:27+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/546a340e-1010-4bca-9a13-4b0f67192e7d/download",
"last_modified": "2025-08-27T17:31:27+01:00",
"documentable_type": "account",
"original_created_at": "2025-08-27T17:31:27+01:00"
},
"completed_at": "2025-08-22T17:31:27+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/b8460e2a-ad10-43db-9692-ed8359f06940/c080d46f-7386-4b15-ac74-88e1a33ffe54",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "91c2470d-bc87-4e20-9e3d-7e72cc29b991"
},
"uuid": "ed4f083b-355e-4003-9ef1-56e1fe33cb19",
"circle": {
"name": "The Codepotato Gang",
"uuid": "203a1a81-53c1-4c92-9b66-7e09249d272a"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-08-27T17:31:27+01:00",
"expires_at": "2025-08-27T17:31:27+01:00",
"updated_at": "2025-08-27T17:31:27+01:00",
"is_complete": false,
"completed_sections": 2
}
}